Horan Securities, Inc. First Tr Value Line Divid Inde Transaction History

Horan Securities, Inc.

$257 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	BUY	$35.79 - $42.23 $3,435 - $4,054	96 Added 38.55%	345 $12,000
Q4 2020 Feb 05, 2021	BUY	$31.33 - $35.27 $7,801 - $8,782	249 New	249 $9,000

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$983 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$807 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$328 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$321 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$210 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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